Create and edit a card form

Dynamics CRM 2016
 

Updated: November 28, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

In Microsoft Dynamics 365, a card form is used to present data in a stream in the interactive dashboards.

For each entity that needs to be shown in the views or queues in the interactive dashboard streams, a card form must be created.

This card provides a template to show how the entity data will be presented in the stream.

You create forms using the form editor much like you create or edit other forms. Card forms are read only in runtime. Use them to create forms that are for reading purposes only.

System_CAPS_noteNote

All out-of-the-box entities that are enabled for the interactive experience already have an out-of-the-box card form created. You can change this default form, or you can create a new form if needed.

  1. In the default solution, using the solution explorer, expand the Entities node, and then select the entity you want to create a new quick view form for.

  2. Expand the entity, and then select the Forms node.

  3. Click New, and then select Card Form to open the form editor.

    The form has sections added to it by default. You can’t add sections to, or remove or move existing sections from the form.

    The first section of the form is a color strip. A color strip can include any field that has a color definition associated with it, and is of the type Option Set. You can add only one field to this section.

    System_CAPS_noteNote

    You can only add four fields to the header, footer, and details through customization. However, you can add more fields through solution import. Regardless of the number of fields added to the header, footer, and details sections of the form, only the first four fields in each of the sections are displayed at runtime.

  4. In the form editor, click Form Properties in the Form group of the Home tab.

  5. In the Form Properties dialog box, enter a Form Name and Description to differentiate this card form from any others, and then close the Form Properties dialog box.

  6. Edit the form to add the fields you want. More information:  Edit a card form

    System_CAPS_importantImportant

    If you add a field and click Field Requirement > Business Required and then save it, you will not be able to delete the field.

  7. To save the form and close the form editor, on the Home tab, Save group, click Save and Close.

Card forms have a simplified layout because they are designed to be viewed within a stream on a dashboard. One single-column tab is available. You can add fields or remove fields from the form.

When you edit a card form, you need to publish your changes before they will be visible in the application.

System_CAPS_importantImportant

After publishing the changes in the web application, the configuration changes must be downloaded in the interactive service hub before they are visible in the application.

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